Rod Bourgeois Quotations

We still worry that, at the stock's current valuation, implicit expectations seem somewhat steep relative to the guidance we anticipate.

The profit margins of these companies are utterly unsustainable. And this should be the inflection year for the Indian firms.

A lot of the obvious problems have been fixed, and management has instilled some discipline in the company.

It's a lot of competition in a relatively small market, and it's unclear how profitable it's going to be.